Blue Trust Inc’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-189
| Closed | -$2.77K | – | 2617 |
|
|
2025
Q1 | $2.77K | Sell |
189
-45
| -19% | -$658 | ﹤0.01% | 2183 |
|
|
2024
Q4 | $3.82K | Buy |
234
+52
| +29% | +$848 | ﹤0.01% | 2132 |
|
|
2024
Q3 | $3.09K | Buy |
182
+31
| +21% | +$526 | ﹤0.01% | 2495 |
|
|
2024
Q2 | $2.85K | Buy |
+151
| New | +$2.85K | ﹤0.01% | 2358 |
|
|
2024
Q1 | – | Sell |
-133
| Closed | -$3K | – | 2731 |
|
|
2023
Q4 | $3K | Buy |
133
+45
| +51% | +$1.02K | ﹤0.01% | 2061 |
|
|
2023
Q3 | $2K | Sell |
88
-2
| -2% | -$45 | ﹤0.01% | 1863 |
|
|
2023
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 1770 |
|
|
2023
Q1 | $2K | Buy |
90
+55
| +157% | +$1.22K | ﹤0.01% | 2063 |
|
|
2022
Q4 | $1K | Sell |
35
-18
| -34% | -$514 | ﹤0.01% | 2155 |
|
|
2022
Q3 | $1K | Hold |
53
| – | – | ﹤0.01% | 2026 |
|
|
2022
Q2 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 1845 |
|